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RBB shares owned by Creative Planning

Quarter-by-quarter ownership of RBB (TMFG) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in RBB

Tip: Access up to 7 years of quarterly data

All positions including RBB held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in RBB by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 46k 27.82
2023-09-30 $1.2M 45k 26.16
2023-06-30 $1.2M 45k 26.71
2023-03-31 $777k 30k 25.64
2022-12-31 $1.0M 46k 22.89
2022-09-30 $1.0M 45k 22.25
2022-06-30 $1.4M 61k 23.04
2022-03-31 $976k 34k 29.15
2021-12-31 $1.2M 37k 32.07